Threadline

This is the guide your customers will see. Your purchase also includes the Owner guide, written for you: installing, updating and running your SaaS. It comes inside the download, and you can read it here first. Here the guide says “Threadline”; on your server it shows your own platform name.

Ask your data

What it is

Ask your data answers questions about your own workspace in plain words. You type something like "Which channel was busiest this month?" and get a short answer with the numbers behind it. It is under Reports, Ask your data (Admins only, when your plan includes it).

It only reads. It never changes, sends or deletes anything, and it only ever sees your workspace.

The problem it solves

The Reports pages hold the numbers, but finding one answer can mean opening a report, choosing a period and reading a table. When you just want to know who resolved the most conversations last week or which deals are stuck, asking is quicker.

How it works

  1. You ask a question.
  2. The AI picks what to look up from a fixed list of read-only summaries (listed below) and the period your question means, such as "last week" or "this month". With no period in the question, it uses the last 30 days.
  3. Those summaries are worked out from your data just then, and the AI writes the answer from them alone.
  4. Under each answer, Based on shows which summaries and periods were used, so you can check them in Reports.

You can ask a follow-up, such as "and the month before?": the last few questions on the page are kept as context. Leaving the page starts afresh; nothing is saved.

What you can ask about

Topic Examples
Conversations How many were opened or resolved, how many the AI handed to a person and why, how many the AI resolved alone, reply and resolve times, busiest channel, busiest labels.
Right now Open conversations, how many wait on a person, how many have nobody assigned.
Team Who was assigned, resolved and replied the most, and how fast.
Contacts New contacts, by channel, source and country.
Deals Open deals by stage and their value, deals stuck the longest, deals won and lost, common lost reasons. Needs Deals.
Bookings Bookings by status and service. Needs Booking.
Store orders Orders and revenue by currency, payment status and store. Needs Stores.
Campaigns Recent broadcasts and how many messages were sent, delivered, read and failed. Needs Broadcast.
Lead forms Forms started and completed. Needs Lead forms.

A question outside these, or not about your workspace, gets a short reply saying what it can answer instead.

Good to know

  • Your plan may limit questions per month. The page shows how many are left. A question only counts when it gets an answer from your data.
  • It uses AI, so it counts toward your plan's AI usage, like any other AI feature. See Billing.
  • Check important numbers. Answers are written by AI and can be wrong. The Based on line tells you where to look in Reports.
  • Answers follow your language. Ask in Spanish and the answer is in Spanish.

Common questions

Can it change anything, like closing a conversation or moving a deal? No. It can only read summaries of your numbers.

Can my Agents use it? No. Like the other reports, it is for Admins.

It says the questions are used up. Your plan's allowance for this month is used. It starts again next month, or you can upgrade your plan under Billing.

It says the AI could not be reached. Try again in a moment. If it keeps happening, contact support.